See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,555 | $78,672-42.1% | $109,143-58.3% | $85,850-46.9% |
| Participation rate | 8.8% | 68.3%-59.5pp | 75.9%-67.1pp | 69.3%-60.5pp |
| Annual return | 20.54% | 25.09%-4.5pp | 25.75%-5.2pp | 318.53%-298.0pp |
| Employer contribution / active EE | $115 | $2,735-95.8% | $3,722-96.9% | $2,565-95.5% |
| Participant deferral / active EE | $226 | $3,467-93.5% | $4,653-95.1% | $3,952-94.3% |
| Admin fee / account holder | $112 | $5,469-98.0% | $6,752-98.3% | $6,260-98.2% |